Institutional Ownership First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,112
shares
|
$544,248
0.0% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
25,463
shares
|
$492,963
0.43% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,426
shares
|
$395,447
0.0% of portfolio
|
Q3 2024
Reduced 46.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,889
shares
|
$268,891
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12,771
shares
|
$247,246
0.0% of portfolio
|
Q4 2021
Reduced 27.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,620
shares
|
$224,963
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,150
shares
|
$215,864
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,594
shares
|
$205,099
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,753
shares
|
$188,818
0.02% of portfolio
|
Q3 2024
Reduced 34.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$143,051
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
4,447
shares
|
$86,093
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,834
shares
|
$74,226
0.0% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,125
shares
|
$60,500
0.01% of portfolio
|
Q4 2022
Reduced 3.34%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,500
shares
|
$29,040
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$28,168
0.0% of portfolio
|
Q2 2024
Added 83.71%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,442
shares
|
$27,917
0.02% of portfolio
|
Q4 2023
Reduced 17.22%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,230
shares
|
$23,812
0.01% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
556
shares
|
$10,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
544
shares
|
$10,531
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
406
shares
|
$7,860
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
225
shares
|
$4,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
90
shares
|
$1,742
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
90
shares
|
$1,742
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
82
shares
|
$1,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
50
shares
|
$968
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|